Jordan Sternlieb | Source | Senior Partner, Financial Services at West Monroe Partners
Jordan Sternlieb
Jordan is West Monroe’s Los Angeles office leader and a member of the firm's Executive Team. Before being named the LA office leader in 2022, Jordan spent over three years in Chicago as head of the Midwest Financial Services practice. Throughout his tenure at West Monroe, he has worked with top national and regional banks and credit unions to embrace a digital mindset and realize the value of doing so. He has helped build many of West Monroe's financial services industry capabilities, including serving as national leader for treasury management services.
Jordan can speak to financial services, banking, regional banks, credit unions, digital banking, national banks, treasury management, lending, M&A, banking technology, digital transformation, customers.
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West Monroe Partners
Senior Partner, Financial Services
started Oct 2012
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A Building Year for Organic Growth
Bankers are entering 2024 with cautious optimism and plans to invest in initiatives to drive organic growth. Here’s where they may uncover opportunity.
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Regional banks are focused on ‘opportunistic hiring.’ Plus: The Fed’s path for rates, Mastercard goes to Africa, and more
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Regional Banks Poised for Growth Under Trump Administration
Jordan notes that "regional banks are expected to face less regulatory burden," allowing them to invest in customer experience. Confidence may grow post-2023 banking turmoil. With a favorable M&A environment, regional banks with growth ambitions could thrive, seizing expansion opportunities. -
2025 Banking Trends: Digital Transformation and Cyber Resilience Lead the Way
Jordan emphasizes the urgency of digital transformation, stating, “Innovate today or lose tomorrow.” Efficient growth through personalized services and cyber resilience against threats are crucial. Navigating regulatory shifts and investing in talent and technology will define future success. Mid-size banks have a unique opportunity to capture market share with agile, customer-centric solutions.
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There are so many lines of business involved, and everyone’s got a different idea of what it needs to look like. Who’s going to pay for it? How is it all going to work? How do we execute? It’s a really classic example of banks getting in their own way, based on the way they’re internally organized and operating, versus what’s the best thing for their customer.
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Regional banks are getting serious about having a data and analytics representative in the C-suite, such as a chief data officer or chief data and analytics officer. These positions are very en vogue right now.
